Filed: 8/14/2026ACC: 0001702122-26-000010
📋 What this filing means
LIGHTSPEED MANAGEMENT COMPANY, L.L.C. filed this quarterly 13F‑HR report disclosing 8 equity positions with a total reported market value of $2.40B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8
Positions
$2.40B
Total AUM (reported)
67.59M
Total Shares
Allocation by class
CLASS A COM STK$1.25B51.9%
CL A$953.64M39.7%
COM$136.01M5.7%
COMMON STOCK$67.51M2.8%
ORD SHS$261.4K0.0%
Portfolio Concentration
Top 3$2.28B94.9%
4–10$122.21M5.1%
Top 3 weight
94.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 67.59M
Sole
Full voting authority
67.59M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole8
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings8
Rows:
SPACE EXPLORATION TECHN CORP
SOLEShares7.30M
TypeSH
Market value$1.25B
51.86%
Sole
7.30M
Shared
0.00
None
0.00
NAVAN INC
SOLEShares41.70M
TypeSH
Market value$953.64M
39.65%
Sole
41.70M
Shared
0.00
None
0.00
PERSONALIS INC
SOLEShares6.10M
TypeSH
Market value$81.76M
3.40%
Sole
6.10M
Shared
0.00
None
0.00
ODYSSEY THERAPEUTICS INC
SOLEShares3.61M
TypeSH
Market value$67.51M
2.81%
Sole
3.61M
Shared
0.00
None
0.00
KODIAK AI INC.
SOLEShares7.34M
TypeSH
Market value$37.29M
1.55%
Sole
7.34M
Shared
0.00
None
0.00
OLEMA PHARMACEUTICALS INC
SOLEShares1.36M
TypeSH
Market value$16.95M
0.71%
Sole
1.36M
Shared
0.00
None
0.00
DIGINEX LTD
SOLEShares176.62K
TypeSH
Market value$261.4K
0.01%
Sole
176.62K
Shared
0.00
None
0.00
FIGMA INC
SOLEShares10.39K
TypeSH
Market value$188.0K
<0.01%
Sole
10.39K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPACE EXPLORATION TECHN CORPSOLE | CLASS A COM STK | 7.30M | SH | $1.25B 51.86% | 7.30M | 0.00 | 0.00 |
NAVAN INCSOLE | CL A | 41.70M | SH | $953.64M 39.65% | 41.70M | 0.00 | 0.00 |
PERSONALIS INCSOLE | COM | 6.10M | SH | $81.76M 3.40% | 6.10M | 0.00 | 0.00 |
ODYSSEY THERAPEUTICS INCSOLE | COMMON STOCK | 3.61M | SH | $67.51M 2.81% | 3.61M | 0.00 | 0.00 |
KODIAK AI INC.SOLE | COM | 7.34M | SH | $37.29M 1.55% | 7.34M | 0.00 | 0.00 |
OLEMA PHARMACEUTICALS INCSOLE | COM | 1.36M | SH | $16.95M 0.71% | 1.36M | 0.00 | 0.00 |
DIGINEX LTDSOLE | ORD SHS | 176.62K | SH | $261.4K 0.01% | 176.62K | 0.00 | 0.00 |
FIGMA INCSOLE | CLASS A COM STK | 10.39K | SH | $188.0K <0.01% | 10.39K | 0.00 | 0.00 |